Dealersip Knowledge Base

Version 1.0.9458.15218  |  Last updated: 2025-11-21

Lead Stages or Sales Pipelines

Lead Stages (also referred to as Sales Pipelines) represent the lifecycle steps a lead progresses through, from initial contact to final conversion (or loss). These stages help in organizing, tracking, and visualizing where each lead stands in your sales process.

How to Access Lead Stages

  1. In the sidebar, go to CRM and click on CRM Lists.
  2. Click the Lead Stages tab in the header bar.

How to Add a New Lead Stage

  1. Click on the + Lead Stage button in the top-right corner.
  2. A form titled Add Lead Stage will appear from the right.
  3. Fill in the following inputs:
    • Stage Name: Enter a name like "Attempted", "Negotiation", etc.
    • Position: This determines the left-to-right order in the Kanban view.
    • Header Background: Select the background color for the stage badge.
    • Header Font Color: Choose the font color that appears on the badge.
  4. A live Sample preview shows how your color selections will appear.
  5. Click Save to add the stage or Close to cancel.

How to Edit or Delete a Stage

  • Hover your mouse over any stage entry in the list.
  • Click the Edit icon (pencil) to modify name, position, or color.
  • Click the Delete icon (trash bin) to remove the stage (if not system reserved).

Note: Some stages like Lost, Won, and Junk are labeled System Reserved. These cannot be renamed or removed, as they are critical to core workflows.

How Colors and Positions Affect the UI

  • The badge color shown next to each lead stage in the Grid view reflects the color and text style selected here.
  • In the Kanban view, each column header (lead card stage) is colored using the same Header Background and Font Color defined here.
  • Lead stages are arranged from left to right based on the Position number entered. Lower numbers appear first.

Special Note

It is not easy to delete a lead stage, so be cautious while creating lead stages:

  • A lead stage cannot be deleted once a lead moves into it.
  • When a lead is moved to a stage, that stage becomes a permanent part of the lead's history.
  • Even if no leads remain in a particular lead stage, it cannot be deleted because it is linked to the historical record of leads.

So, a proper planning is required before you create your sales pipelines.